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Career Details :: Statement Clerks
Description
Prepare and distribute bank statements to customers, answer inquiries, and reconcile discrepancies in records and accounts.
Experience
Some previous work-related skill, knowledge, or experience may be helpful in these occupations, but usually is not needed. For example, a drywall installer might benefit from experience installing drywall, but an inexperienced person could still learn to be an installer with little difficulty.
Education
These occupations usually require a high school diploma and may require some vocational training or job-related course work. In some cases, an associate's or bachelor's degree could be needed.
Training
Employees in these occupations need anywhere from a few months to one year of working with experienced employees.
Tasks
- Compares previously prepared bank statements with canceled checks, prepares statements for distribution to customers, and reconciles discrepancies in records and accounts.
- Posts stop-payment notices to prevent payment of protested checks.
- Encodes and cancels checks, using machine.
- Keeps canceled checks and customer signature files.
- Inserts statements and canceled checks in envelopes and affixes postage, or stuffs envelopes and meters postage.
- Matches statement with batch of canceled checks by account number.
- Routes statements for mailing or over-the-counter delivery to customers.
- Recovers checks returned to customer in error, adjusts customer account, and answers inquiries.
- Takes orders for imprinted checks.
Related Careers
- Credit Authorizers
- Insurance Claims Clerks
- Mail Clerks, Except Mail Machine Operators and Postal Service
- Municipal Clerks
- New Accounts Clerks
- Office Clerks, General
- Order Fillers, Wholesale and Retail Sales
- Procurement Clerks
Important Abilities
General Work Activities
- Processing Information
- Documenting/Recording Information
- Identifying Objects, Actions, and Events
- Handling and Moving Objects
- Getting Information Needed to Do the Job
Important Skills
Frequent Work Context
- Provide a Service to Others
- Deal With External Customers
- Job-Required Social Interaction
- Indoors
- Importance of Being Exact or Accurate
Institutions Offering Related Majors
No institutions found.